Jensen Huang built an AI kingdom. Now he’s gone, will Nvidia’s ramparts be breached?
Summary
Nvidia designs graphics processing units (GPUs) used to train and run many AI systems. Jensen Huang’s departure was followed by a 13% drop in Nvidia shares in early trading, while the company’s role in AI also rests on its investments, customer ties and access to manufacturing by Taiwan’s TSMC.Key Facts
- Nvidia sells GPUs that support the training and operation of AI models such as ChatGPT and Claude.
- Microsoft, Meta and Google are among the companies developing their own AI chips.
- Nvidia has invested in AI startups and offered companies such as OpenAI money to buy its chips.
- Nvidia has financed neocloud companies that install its chips in data centers and rent computing capacity to AI companies.
- In 2025, Huang met with leaders including Saudi Crown Prince Mohammed bin Salman, UK Prime Minister Keir Starmer and French President Emmanuel Macron to discuss sovereign AI.
- Nvidia announced chip supply arrangements with governments after some of Huang’s meetings.
- Taiwan’s TSMC manufactures most of the world’s AI chips, using a costly and technically demanding process.
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